Comments
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MSI would trade my four year Econ degree for four hours in a room with Grant and Tim.
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MCI guess that explains Taleb's distaste for economists. Interesting story!
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AETim touched on market cycles repeating. The up coming crash is #7. The Great Depression Crash in 29 was #7 as well. Both brought on by CB meddling....Go figure.
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GHTo Tim's Point about Young Value Guys (of the Graham-Buffett-Pabrai mold) wanting to start a fund today, the only way I see is to start with your own capital and slowly build a track record (I'm 24).
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RWThis helps confirm my ideas on global macro. Is there nobody you can interview who can put forth the other side of the argument that everything will be fine. Just trying to avoid confirmation bias.
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THCommon sense stuff from the beginning to the end. Just brilliant!
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JHExcellent. Can we get Grant to interview Jim Grant?
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MMExcellent. I thtink Tim works with Simon Black, doesn't he? Simon may also be an interesting guy to interview, with his ideas about diversification and flag-planting.
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PVGrant, you found a gem with Tim. One of the best and most entertaining interviews yet. Thanks!
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KSExcellent discussion. Can we have Mark Spitznagel on as well, for his perspective on Austrian economics and value investing?
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RMSimply GREAT! This is what makes RealVision so valuable and so fascinating - thanks guys!
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jSGrant clearly its time to establish the Monson Opportunity Fund. The only way to become an investor is via RV. No advertising budget required. I'm in !!
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ELBrilliant Minds. Brilliant Discussion. Every thought a gem.
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JSAnother first rate discussion
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DKI love this guy! First time listening to him. Please invite him back.
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dmIt's nieve to think economic policy is purely about economics. 'Sound money' nations would risk being wiped out economically & militarily by enemy nations that can print money to fund advancement.
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dbGreat job guys! I love the perspective that asset allocation has gone from being really hard, to next to impossible.
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AI"Let's look at gold as a type of bond instrument: zero coupon, irredeemable, no counter-party risk, no credit risk, issued by god. That's not a bad description." Brilliant!
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FS@IDA I - there are MP3's available from the carousel. At the bottom of each presentation.
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IPI think it would be great to able to listen to these in MP3 format with an Ipod , you would have lots more subscribers I think
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PGMilt - good stuff - but takes valuable time - your market would expand with the availability of printable transcripts - I carry a folder to read at stoplights = Perrin
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CBExcellent discussion. I could watch it a dozen times and still glean new insights. Best line from Grant: "no voluntary decisions have been made, nor will they be, because they bring on pain".
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LPSuccinct summary of Austrian economics and the investment implications. Just began reading "Austrian School for Investors", a worthwhile read.